PARAPLANNER/IFA ADMINISTRATOR

Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role • Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. • Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. • Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. • Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role • Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. • Knowledge: Strong understanding of financial planning products, including investments and pensions. • System Skills: Proficient in Microsoft Office and industry software. • Qualifications: Not essential however an advantage. • Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate • Qualifications: Level 4 Diploma qualified (not essential however, an advantage). • Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. • Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. • Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. • Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. • Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package • Competitive salary based on experience. ***PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED***